How big is Collaborative Fund Services, LLC.'s plan?

Collaborative Fund Services, LLC.'s plan reported $6K in assets and 1 participants for 2024.

Original filing (PDF)20251010121459NAL0004225987001

Collaborative Fund Services, LLC.

Name: Collaborative Fund Services, LLC. — Collaborative, Form 5500 (2024)
Creator: Collaborative Fund Services, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collaborative Retirement Trust

401(k) retirement plan · Collaborative Fund Services, LLC.'s Collaborative Retirement Trust held $6K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

Plan identifiers

Collaborative Fund Services, LLC.'s EIN is 83-1413175.

EIN 83-1413175

Plan number 001

Plan year 2024

ACK ID 20251010121459NAL0004225987001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Collaborative Fund Services, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Collaborative Fund Services, LLC.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score